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iShares Core S&P US Growth ETF

187 hedge funds and large institutions have $2.14B invested in iShares Core S&P US Growth ETF in 2017 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 79 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

525% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 8

193% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 27

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

36% more capital invested

Capital invested by funds: $1.58B → $2.14B (+$560M)

28% more funds holding

Funds holding: 146187 (+41)

12.96% more ownership

Funds ownership: 59.13%72.09% (+13%)

Holders
187
Holders Change
+41
Holders Change %
+28.08%
% of All Funds
4.24%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
50
Increased
79
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Mascoma Wealth Management
New Hampshire
$9.56M +$90.8K +1,727 +1%
TF
27
TIAA FSB
Florida
$8.19M +$964K +18,336 +14%
Citadel Advisors
28
Citadel Advisors
Florida
$7.88M +$7.71M +146,631 New
HCM
29
Hollencrest Capital Management
California
$7.83M -$326K -6,204 -4%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$7.7M -$95.9K -1,823 -1%
TPWA
31
TRUE Private Wealth Advisors
Oregon
$7.7M +$1.33M +25,209 +21%
SGAM
32
Steinberg Global Asset Management
Florida
$7.6M +$58.2K +1,106 +0.8%
FPGK
33
Financial Partners Group (Kansas)
Kansas
$6.66M +$6.51M +123,821 New
IA
34
IFP Advisors
Florida
$6.58M +$159K +3,018 +3%
Stifel Financial
35
Stifel Financial
Missouri
$6.37M +$1.11M +21,186 +22%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$6.27M +$148K +2,821 +2%
SSB
37
Sandy Spring Bank
Maryland
$5.7M +$5.34M +101,489 +2,235%
EA
38
Edge Advisors
Georgia
$5.16M -$396K -7,520 -7%
PS
39
Portfolio Strategies
New York
$5.06M +$4.95M +94,021 New
Kayne Anderson Rudnick Investment Management
40
Kayne Anderson Rudnick Investment Management
California
$4.7M +$4.27M +81,162 +1,302%
US Bancorp
41
US Bancorp
Minnesota
$3.91M +$218K +4,141 +6%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$3.4M +$792K +15,057 +31%
CCM
43
Coldstream Capital Management
Washington
$3.03M +$282K +5,358 +11%
CWM
44
Cornerstone Wealth Management
Missouri
$2.94M +$667K +12,687 +32%
BFEC
45
Benjamin F. Edwards & Company
Missouri
$2.94M +$1.91M +36,403 +199%
Natixis Advisors
46
Natixis Advisors
Massachusetts
$2.59M +$887K +16,855 +54%
MML Investors Services
47
MML Investors Services
Massachusetts
$2.5M -$1.32M -25,058 -35%
KC
48
Kingfisher Capital
North Carolina
$2.45M +$75.9K +1,443 +3%
SPC
49
Sigma Planning Corp
Michigan
$2.42M -$329K -6,256 -12%
AIM
50
Advantage Investment Management
Iowa
$2.41M +$219K +4,172 +10%

IUSG Hedge Fund Activity: Q4 2017 in Review

187 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P US Growth ETF (IUSG) for Q4 2017, worth a combined $2.14B — up 36% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IUSG positions and 8 closed out — a net gain of 42 holders — while 79 added to existing stakes and 27 trimmed.

The largest buyer was Bank of America, adding an estimated $159M. The largest seller was Private Advisor Group, cutting an estimated $14.6M.

  • 187 institutional investors held iShares Core S&P US Growth ETF (IUSG) as of Q4 2017, up from 146 in Q3 2017.
  • Funds reported $2.14B of iShares Core S&P US Growth ETF stock for Q4 2017, up 36% quarter-over-quarter.
  • 50 funds opened new iShares Core S&P US Growth ETF positions in Q4 2017 and 8 closed out, a net change of +42 holders.
  • The largest iShares Core S&P US Growth ETF buyer in Q4 2017 was Bank of America, an estimated $159M added.
  • The largest iShares Core S&P US Growth ETF seller in Q4 2017 was Private Advisor Group, an estimated $14.6M sold.

Based on aggregated 13F filings for Q4 2017.